Cooper Financial Group Has $967,000 Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cooper Financial Group raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 103.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,513 shares of the company’s stock after purchasing an additional 8,391 shares during the period. Cooper Financial Group’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $967,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Lowe Wealth Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth $27,000. Capital Advisors Ltd. LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $51,000. Global Retirement Partners LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 192.9% during the 1st quarter. Global Retirement Partners LLC now owns 1,845 shares of the company’s stock worth $103,000 after acquiring an additional 1,215 shares during the last quarter. Avantax Advisory Services Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $214,000. Finally, Coppell Advisory Solutions Corp. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $223,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO traded up $0.48 during midday trading on Tuesday, reaching $58.40. 84,472 shares of the stock were exchanged, compared to its average volume of 179,027. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $48.71 and a 12 month high of $59.37. The company has a market capitalization of $632.47 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a 50-day simple moving average of $58.40 and a two-hundred day simple moving average of $56.51.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.